Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James Longevity Planning Resources: Good for Clients, Great for Advisors
By James J. GreenSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 06, 2018
Technology Can Either Be a Solution or Obstacle to Advisor GrowthTechnology can free advisors to grow their business, but adoption doesn't always go smoothly.
April 05, 2018
Redtail Readies New Atlanta Headquarters, Boosts HiringThe CRM provider will add 30 staff positions in 2018, more than doubling its customer service team.
April 04, 2018
Advisors, Amazon Is Not Coming for Your JobNew Cerulli research examines what's stopping the world's largest tech companies from entering the digital financial advice market.
April 04, 2018
What Is Regtech, Anyway?SEC Commissioner Piwowar calls the term 'ill-defined,' while Aite says the term has drawn increasing interest in the last two years.
April 03, 2018
ScratchWorks Unites Fintech and RIA FundingFive advisory firms take a critical look at entrepreneurial ideas presented to them in a "Shark Tank" format, and the industry gains as a result
April 03, 2018
Volatility and Tech Platforms — Like Oil and Water?With the return of market ups and downs, advisors and firms need to review how their technology is performing.
April 03, 2018
SEC Halts 'Crypto Debit Card' ICO Touted by Floyd MayweatherThe co-founders created fake executives and falsely told investors their card was backed by MasterCard and Visa, the SEC says.